Posts
Why isn't my Chinese trade thesis playing out? Shouldn't Chinese levered etf be next to go up 10x like Korean levered etf did.
The AI Capex Cuts Never Came. The Spending Is Paying Off
https://preview.redd.it/em2fvfbn5igh1.jpg?width=1600&format=pjpg&auto=webp&s=7984004c2648e0fcd476e0066818777e255aa800 SK Hynix chairman bought 3,620 shares of the company, marking his first direct investment in the memory firm. A fund moved nearly all its public equity holdings to Citadel after heavy losses forced full unwinding. Short covering helped push the SOX PHXL Semiconductor Index 8.19% higher recently. Does the …
Is the AI hardware trade really over?
The recent selloff in memory and optical stocks stings, but underlying data still holds strong. These names had already priced in exceptional growth, tight supply and years of AI infrastructure expansion. Is this just a painful pullback rather than the final end of the trend? https://preview.redd.it/y716ta8i0igh1.jpg?width=1600&format=pjpg&auto=webp&s=546753b7ef647e33b445b006b3c75363b803b4ba
South Korean index soared 16% - Biggest 1 day gain in its history
South Korea’s Kospi index jumped more than 16% on Friday, [tracking gains on Wall Street](https://apnews.com/article/stock-markets-rates-korea-ai-oil-99b5702d93a2b5c6e513fb952ccdcc92)as artificial intelligence-related stocks bounced back after losses earlier this week. U.S. futures edged higher and oil prices rose. In early Asian trading, the Kospi surged at the open and ratcheted up, trading 16.5% higher at …
Can anyone explain to me what it’s like to trade SPX after hours? What chart do you look at? How do you track it at night?
Want to maybe possible \~eventually\~ look into it. But last night I was looking at ES chart on TradingView and put some calls/put in my watchlist, and how profit moved to the ES chart pricing wasn’t matching up.
Swinging for the fences
Amazon hit good, AAPL unfortunately fell down but my put option is solid now. Both MSFT & AMZN doing good mean great things for AMD next week. Im also excited for CRSR, and made a greed SMCI pick too lol still holding for next week… so ig this is still …
SPY trading is great and I have great success
If my wife would discover how much I lost she would kill me. But she thinks I'm a responsible adult and take care of our finances 🥹 SPY trading, buying and shorting SPCE and SPCX, random Nvidia and AMD options
SPY…
SPY is at a very interesting spot. Broke back into the trend zone, but tapped the 20 EMA and rejected. If we can hold the base of the trend tomorrow and break above the 20 EMA, we should move up for the gap fill around 745.45. If we reject, we …
Leopold’s Situational Awareness Fund Blowup Timeline
July 1: Leopold’s hedge fund, Situational Awareness, reaches $45 billion AUM, up 450% year-to-date. July 10: SK Hynix’s US IPO marks the top of the AI sector. July 10–20: Major selloff hits AI stocks, with most names down 30%+ in two weeks. Leopold’s short positions (e.g., Adobe and other software …
WE ARE SO SO BACK
Revenge traded back to breakeven 2 days in a row